Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹14449 Cr | ₹1468 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 18% |
Expense Ratio | 1.71 | 2.21 |
Manager | Ashutosh Bhargava | Sudhir Kedia |
ISIN Code | INF204K01GK4 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | -3.2% | -1.84% |
6 Month | -12% | -8.16% |
1 Year | 4.5% | 4.09% |
3 Year | 14.28% | 11.52% |
5 Year | 15.81% | 13.67% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.93% | -6.4% |
3 Year | 14.18% | 10.74% |
5 Year | 18.22% | 14.79% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 11.69% | 12.34% |
3 Year | 12% | 14.95% |
5 Year | 13.09% | 13.23% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.81% | 11.71% |
Sharp | 0.59% | 0.42% |
Beta | 1% | 0.88% |
Alpha | 0.52% | -1.58% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Sudhir Kedia |
Total AUM | ₹121448 Cr | ₹10423 Cr |
Fund Manage | 12 | 8 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.48 | 4.07 |
Large Cap | 69.89 | 71.5 |
Mid Cap | 13.41 | 15.65 |
Small Cap | 16.22 | 8.91 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.48 | 4.07 |
Telecom - Services | 3.16 | 3.46 |
Petroleum Products | 2.72 | 4.82 |
Industrial Products | 3.64 | 0.85 |
IT - Software | 6.12 | 8.45 |
Construction | 3.55 | 3.63 |
Finance | 9.34 | 3.86 |
Banks | 21.93 | 25.97 |
Pharmaceuticals & Biotechnology | 3.31 | 7.38 |
Leisure Services | 1.86 | 1.62 |
Healthcare Services | 1 | 1.05 |
Cement & Cement Products | 2.52 | 2.65 |
Capital Markets | 3.2 | 2.07 |
Chemicals & Petrochemicals | 1.76 | 1.34 |
Automobiles | 2.01 | 2.9 |
Insurance | 4.61 | 1.98 |
Diversified FMCG | 1.56 | 3.36 |
Consumer Durables | 2.45 | 4.16 |
Entertainment | 1 | - |
Agricultural Food & other Products | 0.9 | 1.09 |
Retailing | 2.97 | 2.58 |
Power | 6.62 | 1 |
Auto Components | 4.25 | 1 |
Diversified | 1.12 | - |
Consumable Fuels | 1.8 | - |
Transport Services | 1.29 | 3.24 |
Realty | 0.69 | 0.35 |
Beverages | 4.14 | 1.86 |
Electrical Equipment | - | 2.21 |
Gas | - | 0.64 |
Oil | - | 0.83 |
Transport Infrastructure | - | 0.56 |
Ferrous Metals | - | 1.15 |
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